JOSEPH R. POZZUOLO ASSOCIATES, PC DBA POZZUOLO RODDEN, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN
401k plan membership statisitcs for JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN
| Measure | Date | Value |
|---|
| 2022: JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-10-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-10-01 | 6 |
| Number of retired or separated participants receiving benefits | 2022-10-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2022-10-01 | 0 |
| Total of all active and inactive participants | 2022-10-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-10-01 | 0 |
| Total participants | 2022-10-01 | 10 |
| Number of participants with account balances | 2022-10-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-10-01 | 0 |
| 2021: JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-10-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 6 |
| Number of retired or separated participants receiving benefits | 2021-10-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 0 |
| Total of all active and inactive participants | 2021-10-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-10-01 | 0 |
| Total participants | 2021-10-01 | 11 |
| Number of participants with account balances | 2021-10-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-10-01 | 0 |
| 2020: JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-10-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 6 |
| Number of retired or separated participants receiving benefits | 2020-10-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 0 |
| Total of all active and inactive participants | 2020-10-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 0 |
| Total participants | 2020-10-01 | 11 |
| Number of participants with account balances | 2020-10-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-10-01 | 1 |
| 2019: JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-10-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 8 |
| Number of retired or separated participants receiving benefits | 2019-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 7 |
| Total of all active and inactive participants | 2019-10-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-10-01 | 0 |
| Total participants | 2019-10-01 | 15 |
| Number of participants with account balances | 2019-10-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-10-01 | 0 |
| 2018: JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-10-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 7 |
| Number of retired or separated participants receiving benefits | 2018-10-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 0 |
| Total of all active and inactive participants | 2018-10-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 0 |
| Total participants | 2018-10-01 | 14 |
| Number of participants with account balances | 2018-10-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 1 |
| 2017: JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 8 |
| Number of retired or separated participants receiving benefits | 2017-10-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 0 |
| Total of all active and inactive participants | 2017-10-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 0 |
| Total participants | 2017-10-01 | 14 |
| Number of participants with account balances | 2017-10-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 0 |
| 2016: JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 7 |
| Number of retired or separated participants receiving benefits | 2016-10-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 0 |
| Total of all active and inactive participants | 2016-10-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 0 |
| Total participants | 2016-10-01 | 14 |
| Number of participants with account balances | 2016-10-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 1 |
| 2015: JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-10-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 6 |
| Number of retired or separated participants receiving benefits | 2015-10-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 0 |
| Total of all active and inactive participants | 2015-10-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 0 |
| Total participants | 2015-10-01 | 15 |
| Number of participants with account balances | 2015-10-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 1 |
| 2014: JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 7 |
| Number of retired or separated participants receiving benefits | 2014-10-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 0 |
| Total of all active and inactive participants | 2014-10-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 0 |
| Total participants | 2014-10-01 | 14 |
| Number of participants with account balances | 2014-10-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 1 |
| 2013: JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-10-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 7 |
| Number of retired or separated participants receiving benefits | 2013-10-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 0 |
| Total of all active and inactive participants | 2013-10-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
| Total participants | 2013-10-01 | 13 |
| Number of participants with account balances | 2013-10-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 2 |
| 2012: JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 8 |
| Number of retired or separated participants receiving benefits | 2012-10-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 0 |
| Total of all active and inactive participants | 2012-10-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 0 |
| Total participants | 2012-10-01 | 12 |
| Number of participants with account balances | 2012-10-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 0 |
| 2011: JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 6 |
| Number of retired or separated participants receiving benefits | 2011-10-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 0 |
| Total of all active and inactive participants | 2011-10-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
| Total participants | 2011-10-01 | 10 |
| Number of participants with account balances | 2011-10-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
| 2009: JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 6 |
| Number of retired or separated participants receiving benefits | 2009-10-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 0 |
| Total of all active and inactive participants | 2009-10-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
| Total participants | 2009-10-01 | 9 |
| Number of participants with account balances | 2009-10-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 1 |
| Measure | Date | Value |
|---|
| 2023 : JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-09-30 | $305,098 |
| Expenses. Total of all expenses incurred | 2023-09-30 | $118,911 |
| Benefits paid (including direct rollovers) | 2023-09-30 | $93,686 |
| Total plan assets at end of year | 2023-09-30 | $2,948,384 |
| Total plan assets at beginning of year | 2023-09-30 | $2,762,197 |
| Value of fidelity bond covering the plan | 2023-09-30 | $400,000 |
| Other income received | 2023-09-30 | $277,367 |
| Net income (gross income less expenses) | 2023-09-30 | $186,187 |
| Net plan assets at end of year (total assets less liabilities) | 2023-09-30 | $2,948,384 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-09-30 | $2,762,197 |
| Total contributions received or receivable from employer(s) | 2023-09-30 | $27,731 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-09-30 | $25,225 |
| 2022 : JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2022 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2022-09-30 | $4 |
| Total income from all sources | 2022-09-30 | $-358,870 |
| Expenses. Total of all expenses incurred | 2022-09-30 | $17,699 |
| Total plan assets at end of year | 2022-09-30 | $2,762,197 |
| Total plan assets at beginning of year | 2022-09-30 | $3,138,770 |
| Value of fidelity bond covering the plan | 2022-09-30 | $400,000 |
| Other income received | 2022-09-30 | $-420,075 |
| Net income (gross income less expenses) | 2022-09-30 | $-376,569 |
| Net plan assets at end of year (total assets less liabilities) | 2022-09-30 | $2,762,197 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-09-30 | $3,138,766 |
| Total contributions received or receivable from employer(s) | 2022-09-30 | $61,205 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-09-30 | $17,699 |
| 2021 : JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-09-30 | $4 |
| Total income from all sources | 2021-09-30 | $456,311 |
| Expenses. Total of all expenses incurred | 2021-09-30 | $17,804 |
| Benefits paid (including direct rollovers) | 2021-09-30 | $3,277 |
| Total plan assets at end of year | 2021-09-30 | $3,138,770 |
| Total plan assets at beginning of year | 2021-09-30 | $2,700,259 |
| Value of fidelity bond covering the plan | 2021-09-30 | $400,000 |
| Other income received | 2021-09-30 | $424,360 |
| Net income (gross income less expenses) | 2021-09-30 | $438,507 |
| Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $3,138,766 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $2,700,259 |
| Total contributions received or receivable from employer(s) | 2021-09-30 | $31,951 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-09-30 | $14,527 |
| Funding deficiency by the employer to the plan for this plan year | 2021-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2021-09-30 | $38,072 |
| Amount contributed by the employer to the plan for this plan year | 2021-09-30 | $38,072 |
| 2020 : JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-09-30 | $190,043 |
| Expenses. Total of all expenses incurred | 2020-09-30 | $13,247 |
| Total plan assets at end of year | 2020-09-30 | $2,700,259 |
| Total plan assets at beginning of year | 2020-09-30 | $2,523,463 |
| Value of fidelity bond covering the plan | 2020-09-30 | $400,000 |
| Other income received | 2020-09-30 | $150,140 |
| Net income (gross income less expenses) | 2020-09-30 | $176,796 |
| Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $2,700,259 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $2,523,463 |
| Total contributions received or receivable from employer(s) | 2020-09-30 | $39,903 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-09-30 | $13,247 |
| Funding deficiency by the employer to the plan for this plan year | 2020-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2020-09-30 | $39,903 |
| Amount contributed by the employer to the plan for this plan year | 2020-09-30 | $39,903 |
| 2019 : JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-09-30 | $108,570 |
| Expenses. Total of all expenses incurred | 2019-09-30 | $14,546 |
| Total plan assets at end of year | 2019-09-30 | $2,523,463 |
| Total plan assets at beginning of year | 2019-09-30 | $2,429,439 |
| Value of fidelity bond covering the plan | 2019-09-30 | $200,000 |
| Other income received | 2019-09-30 | $64,995 |
| Net income (gross income less expenses) | 2019-09-30 | $94,024 |
| Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $2,523,463 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $2,429,439 |
| Total contributions received or receivable from employer(s) | 2019-09-30 | $43,575 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-09-30 | $14,546 |
| Funding deficiency by the employer to the plan for this plan year | 2019-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2019-09-30 | $43,575 |
| Amount contributed by the employer to the plan for this plan year | 2019-09-30 | $43,575 |
| 2018 : JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-09-30 | $175,969 |
| Expenses. Total of all expenses incurred | 2018-09-30 | $15,289 |
| Benefits paid (including direct rollovers) | 2018-09-30 | $1,894 |
| Total plan assets at end of year | 2018-09-30 | $2,429,439 |
| Total plan assets at beginning of year | 2018-09-30 | $2,268,759 |
| Value of fidelity bond covering the plan | 2018-09-30 | $200,000 |
| Other income received | 2018-09-30 | $128,973 |
| Net income (gross income less expenses) | 2018-09-30 | $160,680 |
| Net plan assets at end of year (total assets less liabilities) | 2018-09-30 | $2,429,439 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-09-30 | $2,268,759 |
| Total contributions received or receivable from employer(s) | 2018-09-30 | $46,996 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-09-30 | $13,395 |
| Funding deficiency by the employer to the plan for this plan year | 2018-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2018-09-30 | $49,837 |
| Amount contributed by the employer to the plan for this plan year | 2018-09-30 | $49,837 |
| 2017 : JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-09-30 | $303,829 |
| Expenses. Total of all expenses incurred | 2017-09-30 | $102,023 |
| Benefits paid (including direct rollovers) | 2017-09-30 | $89,851 |
| Total plan assets at end of year | 2017-09-30 | $2,268,759 |
| Total plan assets at beginning of year | 2017-09-30 | $2,066,953 |
| Value of fidelity bond covering the plan | 2017-09-30 | $200,000 |
| Other income received | 2017-09-30 | $263,936 |
| Net income (gross income less expenses) | 2017-09-30 | $201,806 |
| Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $2,268,759 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $2,066,953 |
| Total contributions received or receivable from employer(s) | 2017-09-30 | $39,893 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-09-30 | $12,172 |
| 2016 : JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-09-30 | $232,389 |
| Expenses. Total of all expenses incurred | 2016-09-30 | $11,146 |
| Total plan assets at end of year | 2016-09-30 | $2,066,953 |
| Total plan assets at beginning of year | 2016-09-30 | $1,845,710 |
| Value of fidelity bond covering the plan | 2016-09-30 | $200,000 |
| Other income received | 2016-09-30 | $186,940 |
| Net income (gross income less expenses) | 2016-09-30 | $221,243 |
| Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $2,066,953 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $1,845,710 |
| Total contributions received or receivable from employer(s) | 2016-09-30 | $45,449 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-09-30 | $11,146 |
| Funding deficiency by the employer to the plan for this plan year | 2016-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2016-09-30 | $45,449 |
| Amount contributed by the employer to the plan for this plan year | 2016-09-30 | $45,449 |
| 2015 : JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-09-30 | $-37,239 |
| Expenses. Total of all expenses incurred | 2015-09-30 | $13,101 |
| Total plan assets at end of year | 2015-09-30 | $1,845,710 |
| Total plan assets at beginning of year | 2015-09-30 | $1,896,050 |
| Value of fidelity bond covering the plan | 2015-09-30 | $200,000 |
| Other income received | 2015-09-30 | $-67,800 |
| Net income (gross income less expenses) | 2015-09-30 | $-50,340 |
| Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $1,845,710 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $1,896,050 |
| Total contributions received or receivable from employer(s) | 2015-09-30 | $30,561 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-09-30 | $13,101 |
| Funding deficiency by the employer to the plan for this plan year | 2015-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2015-09-30 | $30,561 |
| Amount contributed by the employer to the plan for this plan year | 2015-09-30 | $30,561 |
| 2014 : JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-09-30 | $203,867 |
| Expenses. Total of all expenses incurred | 2014-09-30 | $12,760 |
| Total plan assets at end of year | 2014-09-30 | $1,896,050 |
| Total plan assets at beginning of year | 2014-09-30 | $1,704,943 |
| Value of fidelity bond covering the plan | 2014-09-30 | $290,000 |
| Other income received | 2014-09-30 | $166,398 |
| Net income (gross income less expenses) | 2014-09-30 | $191,107 |
| Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $1,896,050 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $1,704,943 |
| Total contributions received or receivable from employer(s) | 2014-09-30 | $37,469 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-09-30 | $12,760 |
| Funding deficiency by the employer to the plan for this plan year | 2014-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2014-09-30 | $37,469 |
| Amount contributed by the employer to the plan for this plan year | 2014-09-30 | $37,469 |
| 2013 : JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-09-30 | $153,238 |
| Expenses. Total of all expenses incurred | 2013-09-30 | $10,825 |
| Total plan assets at end of year | 2013-09-30 | $1,704,943 |
| Total plan assets at beginning of year | 2013-09-30 | $1,562,530 |
| Value of fidelity bond covering the plan | 2013-09-30 | $290,000 |
| Other income received | 2013-09-30 | $115,272 |
| Net income (gross income less expenses) | 2013-09-30 | $142,413 |
| Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $1,704,943 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $1,562,530 |
| Total contributions received or receivable from employer(s) | 2013-09-30 | $37,966 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-09-30 | $10,825 |
| Funding deficiency by the employer to the plan for this plan year | 2013-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2013-09-30 | $37,966 |
| Amount contributed by the employer to the plan for this plan year | 2013-09-30 | $37,966 |
| 2012 : JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-09-30 | $297,505 |
| Expenses. Total of all expenses incurred | 2012-09-30 | $11,192 |
| Total plan assets at end of year | 2012-09-30 | $1,562,530 |
| Total plan assets at beginning of year | 2012-09-30 | $1,276,217 |
| Value of fidelity bond covering the plan | 2012-09-30 | $290,000 |
| Other income received | 2012-09-30 | $252,116 |
| Net income (gross income less expenses) | 2012-09-30 | $286,313 |
| Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $1,562,530 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $1,276,217 |
| Total contributions received or receivable from employer(s) | 2012-09-30 | $45,389 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-09-30 | $11,192 |
| Funding deficiency by the employer to the plan for this plan year | 2012-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2012-09-30 | $45,389 |
| Amount contributed by the employer to the plan for this plan year | 2012-09-30 | $45,389 |
| 2011 : JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-09-30 | $18,900 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $11,224 |
| Total plan assets at end of year | 2011-09-30 | $1,276,217 |
| Total plan assets at beginning of year | 2011-09-30 | $1,268,541 |
| Value of fidelity bond covering the plan | 2011-09-30 | $290,000 |
| Other income received | 2011-09-30 | $-25,527 |
| Net income (gross income less expenses) | 2011-09-30 | $7,676 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $1,276,217 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $1,268,541 |
| Total contributions received or receivable from employer(s) | 2011-09-30 | $44,427 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $11,224 |
| Funding deficiency by the employer to the plan for this plan year | 2011-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2011-09-30 | $44,427 |
| Amount contributed by the employer to the plan for this plan year | 2011-09-30 | $44,427 |
| 2010 : JOSEPH R POZZUOLO ASSOCIATES PC MONEY PURCHASE PENSION PLAN 2010 401k financial data |
|---|
| Minimum employer required contribution for this plan year | 2010-09-30 | $42,803 |
| Amount contributed by the employer to the plan for this plan year | 2010-09-30 | $42,803 |
